Jivisha arrow logoJIVISHAPLANNERS AND INVEST MENTORS
We make your money work as hard as you do.

FINANCIAL MENTORING & LEARNING

Knowledge that gives you a voice in your financial future.

A welcoming place to ask questions, understand the essentials and make more informed money decisions.

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LEARN IN A WAY THAT FITS YOUR LIFE

Practical learning. Personal context.

01

Individual mentoring

Explore your money questions at your own pace, with explanations that connect to your circumstances.

02

Family money conversations

Build a shared understanding of goals, responsibilities and financial choices across the household.

03

Online sessions & workshops

Develop everyday financial knowledge through guided discussions and accessible learning topics.

BUILD YOUR FOUNDATION

Start with the questions you already have.

Money mindsetSaving & budgetingNeeds vs wantsEmergency fundsGood debt & bad debtInsurance essentialsInvestment riskFinancial goalsUnderstanding productsRetirement planning

We connect the concepts to everyday life, helping you understand the choices before you make them.

LEARN WITH SHAILY

Continue the conversation online.

ENGLISH · FINANCIAL EDUCATION

KnowMoney with Shaily

Simple explanations. Thoughtful money conversations.

HINDI · FINANCIAL EDUCATION

Money Marg

Paisa samajhne ka sahi raasta: money concepts explained in a language that feels familiar.

ENGLISH · ARTICLES

The Jivisha Blog

Practical articles on saving, risk, retirement and family finances.

LEARN WITH US

Your next learning opportunity.

NEXT UPCOMING SEMINAR

Financial confidence: register your interest

Build practical understanding of your money and financial goals.

Date and time to be announced.

Details to be announced

Register your interest

Bring financial confidence to your workplace.

Explore seminars for employees, leadership groups and women’s networks.

Explore corporate seminars

What would you like to understand better?

Tell us your learning priorities and preferred language.

Enquire about mentoring